How do notes flow between your sync email and MoxiEngage?

Notes flow between your sync email and MoxiEngage in two-way sync outlined below. If a note is entered into your sync email, it appears in the Notes section of the person’s contact card, and vice-versa.

Where to locate notes in your sync email:

Where to locate notes in MoxiEngage:

If your synch email is Office 365, the People app will show the notes under the client record.